The Manage relationships feature access keeps relationships between people, and between people and the case, consistent with your agency's terminology. For example, users may want to connect people together as doctor and patient.
You can also manage address types with this feature access. Address types can be selected when users add or edit an address for a case, a person, or an organization.
This functionality would be needed for Traverse installations that do not have a data integration with a system of record.
To add and edit people or case relationships
Click the gear icon in the top right corner of Traverse and select Relationship management.
The relationship management page appears with three sections: People relationships, Case relationships, and Address types.
In the People relationships section, click + Add a relationship type or click Edit relationship type next to a current relationship type to edit/delete it. The relationship types in this list can be selected when users connect a person to another person in Traverse (see Connecting people, cases, and organizations).
In the Case relationships section, click + Add a relationship type or click Edit relationship type next to a current relationship type to edit/delete* it. The relationship types in this list can be selected when users connect a person to a case in Traverse (see Connecting people, cases, and organizations).
*The Sort order column shows the order that the relationship types will appear in panels throughout the case. The first and second relationship types are required and cannot be deleted. The Default? column shows which relationship has been set as the default, which means that when you add a person to a case, that is the relationship that is automatically assigned.
If a current relationship type name is changed or removed, all existing relationships with that name will remain the same until they are manually updated within the person/case connections.
To add and edit address types
On the relationship management page (gear icon > Relationship management), click the Address types section.
Click + Add an address type or click Edit address type next to a current address type to edit/delete it. The address types in this list can be selected when users add or edit an address for a case, a person, or an organization.
If a current address type name is changed or removed, all existing addresses with that name will remain the same until they are manually updated within the address.